Purchases and Sales Made in Q4 2023 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 2023. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-346- 10.4% |
$49.1K - $58.5K
|
2.98K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-347- 2.25% |
$49.2K - $58.7K
|
15.1K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-347- 2.29% |
$49.2K - $58.7K
|
14.8K
$2.21M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-348- 2.45% |
$49.3K - $58.8K
|
13.9K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-348- 10.4% |
$49.3K - $58.8K
|
3K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-350- 1.6% |
$49.6K - $59.2K
|
21.6K
$3.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-350- 5.63% |
$49.6K - $59.2K
|
5.87K
$877K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-350- 0.93% |
$49.6K - $59.2K
|
37.5K
$5.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-351- 0.33% |
$49.8K - $59.4K
|
106K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-351- 20.49% |
$49.8K - $59.4K
|
1.36K
$203K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-354- 20.3% |
$50.2K - $59.9K
|
1.39K
$208K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-357- 6.85% |
$50.6K - $60.4K
|
4.86K
$725K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-359- 4.85% |
$50.9K - $60.7K
|
7.04K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-360- 4.41% |
$51K - $60.9K
|
7.8K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-360- 8.6% |
$51K - $60.9K
|
3.82K
$571K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-361- 7.66% |
$51.2K - $61K
|
4.35K
$650K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-364- 0.74% |
$51.6K - $61.6K
|
48.7K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-364- 5.22% |
$51.6K - $61.6K
|
6.61K
$987K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-364- 1.45% |
$51.6K - $61.6K
|
24.8K
$3.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-367- 3.46% |
$52K - $62.1K
|
10.2K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-368- 1.19% |
$52.2K - $62.2K
|
30.5K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-370- 4.78% |
$52.5K - $62.6K
|
7.37K
$1.1M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-371- 0.54% |
$52.6K - $62.7K
|
68.5K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-371- 1.31% |
$52.6K - $62.7K
|
27.9K
$4.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-373- 3.64% |
$52.9K - $63.1K
|
9.87K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-374- 1.75% |
$53K - $63.2K
|
21K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-374- 10.08% |
$53K - $63.2K
|
3.34K
$498K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-375- 7.24% |
$53.2K - $63.4K
|
4.81K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-376- 0.01% |
$53.3K - $63.6K
|
4.61M
$689M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-379- 1.35% |
$53.7K - $64.1K
|
27.7K
$4.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-379- 1.9% |
$53.7K - $64.1K
|
19.5K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-383- 1.46% |
$54.3K - $64.8K
|
25.8K
$3.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-384- 1.86% |
$54.4K - $64.9K
|
20.2K
$3.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-387- 6.6% |
$54.9K - $65.4K
|
5.47K
$817K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-389- 1.57% |
$55.1K - $65.8K
|
24.4K
$3.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-390- 64.89% |
$55.3K - $65.9K
|
211
$31.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-394- 7.13% |
$55.9K - $66.6K
|
5.13K
$767K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-394- 0.9% |
$55.9K - $66.6K
|
43.5K
$6.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-398- 1.15% |
$56.4K - $67.3K
|
34.3K
$5.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-398- 8.67% |
$56.4K - $67.3K
|
4.19K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-399- 15.3% |
$56.6K - $67.5K
|
2.21K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-400- 0.73% |
$56.7K - $67.6K
|
54.4K
$8.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-401- 0.96% |
$56.8K - $67.8K
|
41.5K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-401- 16.85% |
$56.8K - $67.8K
|
1.98K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-402- 5.65% |
$57K - $68K
|
6.71K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-402- 0.19% |
$57K - $68K
|
215K
$32.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-403- 4.78% |
$57.1K - $68.1K
|
8.03K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-409- 1.46% |
$58K - $69.2K
|
27.6K
$4.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-409- 1.1% |
$58K - $69.2K
|
36.8K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-413- 4.21% |
$58.6K - $69.8K
|
9.4K
$1.4M
|